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How can I allow a customer to see other customers' requests in the help center?

Saul Eduardo Valdovinos González November 24, 2023

My clients at some point need to validate what action was carried out with a request from other clients, however, they only have access to the help center portal of my project, when consulting the requests they only see those that have been generated by themselves. Even if I have an administrator role, I only see the requests that I have made. If this is not possible, what alternative do I have so that they can see the requests, without being able to modify them.

 

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Rilwan Ahmed
Community Champion
November 24, 2023

Hi @Saul Eduardo Valdovinos González ,

Welcome to the community !!

Customer can see tickets in 3 conditions

  1. Customer is a reporter
  2. Ticket is shared with customer (Added in Request participant field)
  3. Ticket is shared with the Organization and customer is part of it. 
Stefaan Boes
Rising Star
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November 27, 2023

That is correct, I just want to add that you could set up automation to share tickets.

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DEPLOYMENT TYPE
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PERMISSIONS LEVEL
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